7359 results found
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Send more than 10 documents in a bundle
Ability to bundle more than 10 documents in a bundle
62 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover this scenario namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Page Break - Provide line spacing settings untherneath header section and above footer section
Page break - allow space settings untherneath header section and above footer section for better perceived quality with automatic page breaks. Currently many users are adopting workaround with manual page breaks and inserting text space object.
Today automatic page break is almost of no use.
Adding this simple feature would allow enhanced productivity and more easy user adoption for multi-page documents.
Easy solution would be to provice setting for empty space line in the header and footer sections.
3 votes -
Conditional fields for API
Conditional fields for API
Option to use conditional fields in API
10 votes -
Salesforce trigger: update custom object stage
Option to use Salesforce trigger to update custom object status when PandaDoc status is updated
4 votes -
Make Payment Optional
I would like to have a customer be able to optionally make a payment from a completed document, but not require it ever time.
Our use case is that I'm going to have a whole package that we'll send a customer once we've reached the right point in the process. It will have a Welcome letter, a Non-disclosure agreement, a copy of our W9, and an invoice for the service we are about to provide.
Today, our payment options are them sending a check, or I'll give them bank account details they can send to via ACH. Eventually, I'd like…
5 votes -
Mobile App: Option for Recipient to Forward Signature
As someone who may not have access to their computer all the time, it would be ideal if I could forward a document for signature from the iOS app.
I am specifically referring to the signature forwarding feature when I want someone else to sign instead of me.
1 vote -
Image Lightbox
When a recipient clicks an image with lightbox enabled, the larger image isolates in the center of the screen.
1 vote -
Link Duplicate Pricing Tables
Link duplicate Pricing Tables so that //when edits are done on one, it will also update the other.
2 votes -
2 votes
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Add collaborator same way as adding other account roles
Option to invite a Collaborator under Team and seats instead of adding them on the document level
4 votes -
Bulk Update PandaDoc contract references for HubSpot Companies via CSV Import
Whenever Companies are merged in Hubspot, one of the records is set as Master Record and updated with all information, and all remaining duplicated records are deleted after that.
In this scenario, all contracts associated with those deleted company records have to be manually reassociated to the remaining and new master company record. If it's one or two, it's fine. The problem is when you duplicate Companies in Bulk, using tools like Insycle, and having to reassociate hundreds of company and contract records manually.
Insycle outputs a CSV report containing both the Old and New Hubspot ID for each company.…
4 votes -
merge workspaces within one account
merge workspaces within one account
https://pandadoc.zendesk.com/agent/tickets/38882325 votes -
Choose a folder to save documents in PandaDoc by default
Ability to set a default folder in PandaDoc for documents to be sent to.
3 votes -
Role permissions feature that will allow a user to send documents but not allow them to view the documents after they have been completed.
Role permissions feature that will allow a user to send documents but not allow them to view the documents after they have been completed.
1 vote -
GloFox
Integrate or Sync with GloFox
1 vote -
Ability to show the last updated date for docs/templates next to the Created date before clicking on a doc/template in the list
When reviewing the templates I've created in whichever folder I've put them in, I can see the file name, the parties who'll need to sign, and the date the file was created. But I update my templates often, including by replacing the source files in them with updated versions. This means that the created date is not very important, because templates I created months ago have changed numerous times since then. I'd like to be able to see the date/time of modification for my templates, like you can with the documents, so I can know at a glance which ones…
4 votes -
global settings for fields / bulk changes
The ability to change the properties of fields for all documents, i.e. the "require" option for recipients
5 votes -
Upload a spreadsheet and convert into a table in a quote
upload a spreadsheet and convert into a table in a quote
4 votes -
Ability to edit Quote Builder block via mobile app
Ability to edit Quote Builder block via mobile app
8 votes -
Update item quantity to zero in Zoho if it's not selected in PD document
When using Update Zoho quote products whenever a document’s status is updated automation, add an option to update the quantity of the product to zero in Zoho, in case this product is not selected in PandaDoc document.
1 vote
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